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Margaret J. Palmer

Margaret J. Palmer

Account Administrator
Asset Management, Cincinnati
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Tina M. Panzeca

Tina M. Panzeca

Client Support Assistant
Wealth Management, Cincinnati
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Bret H. Parrish, CFA

Bret H. Parrish, CFA

Chief Investment Officer of Equities, Senior Managing Director
Family Office Services, Firm Leadership, Cincinnati - Kenwood
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Zachary J. Pierson, CFP®

Zachary J. Pierson, CFP®

Portfolio Manager
Wealth Management, Cincinnati
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Brandon R. Plumb

Brandon R. Plumb

Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
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